SiP

higher yields are like knives, could kill the market.

whats the reason for drop? It was so nice for bulls. even too nice. Good todays retail sales print? too hot numbers, or maybe a dictator at ME said something.

So the economy is running hot Growth in Federal Tax Withholding Remained Solid in March Federal tax withholding–the combined amount of income and payroll taxes withheld from workers’ paychecks and remitted daily by employers to the U.S. Treasury–continued to increase at a solid, healthy pace in March. We estimate that economywide withholding grew by 5.8 percent in March (compared to the amount in March 2023), about the same as the 6.0 percent growth recorded in February and in line with the range of 5 percent to 7 percent recorded in each month since May 2023, with the exception of a dip this past January (again, comparing all amounts of withholding to those from the same month in the prior year, see the chart below). https://taxtracking.com/growth-in-federal-tax-withholding-remained-solid-in-march/

There suppose to be WWIII @ ME after the weekend. I see that market didnt get the memo. Yen is crashing. Broke 150 USDJPY and keeps marching higher. Im amazed by strenght of US economy and USD.

Have a good weekend folks.

What is wucker?

Hello Whats the plan for next 3 months and best trade?

Central bank liquidity support comes off in 2Q24. Watch out!

https://www.msn.com/en-us/news/world/cia-warns-iran-will-attack-israel-within-48-hours-as-revenge-for-consulate-strike/ar-BB1l58HQ

Lets talk about price, not yield. Traders dont trade yields. traders trade bonds.

10 year note, crucial place 5 year 30 year

There is problem with Healthcare. They didn't agree for new increase in payments. Down. Like unh.

The global conflict in the Middle East, the war in Ukraine, geopolitics and the US/China international fight, the EU Green Deal and many other activities are driving inflation. Got XLE? COPX?